At Daniel I. Ward & Associates, P.C., we are a premier law firm dedicated to providing exceptional legal services to high net worth individuals and businesses in New Jersey and Florida. Our team of experienced attorneys, led by Daniel I. Ward, Esq., L.L.M., and Katie L. Pennell, Esq., brings more than 30 years of combined experience to our practice.
Our Services
We specialize in a range of practice areas, including Business Counseling, Business Succession Planning, Tax Controversy, Estate and Trust Administration, Estate Planning, Real Estate, and Tax Planning. Our team is committed to providing comprehensive legal solutions tailored to the unique needs of our clients.
Business Counseling
Our business counseling services are designed to help entrepreneurs and business owners navigate the complex world of business law. We offer expert guidance on business formation, contract review, succession planning, reorganization, and more. Our goal is to help our clients achieve success and prosperity in their businesses.
Business Succession Planning
When it comes to passing a business to subsequent generations, it is essential to have a well-planned strategy in place. Our team of experts can help you navigate the complexities of business succession planning, ensuring a smooth transition and minimizing tax consequences.
Tax Controversy
Dealing with tax controversies requires expertise and strategic thinking. Our team is dedicated to resolving tax disputes at the earliest possible stage, securing the best possible settlement for our clients.
Estate and Trust Administration
When a loved one passes away, the probate and estate administration process can be overwhelming. Our team is committed to guiding you through every step of the process, ensuring that your rights are protected and your interests are represented.
Estate Planning
We understand the importance of effective estate planning for high net worth individuals. Our team offers comprehensive estate planning services, helping you to protect your assets and ensure that your wishes are respected.
Real Estate
The buying and selling of real property can be a complex and daunting task. Our team offers expert guidance on real estate transactions, ensuring that your rights are protected and your interests are represented.
Tax Planning
Our team is dedicated to helping high net worth individuals optimize their tax planning strategy, ensuring that they minimize their tax liability and maximize their net worth.
Tax Planning Through Change in Domicile
When it comes to reducing tax liability, relocating to a state with more favorable tax laws can be a strategic decision. Our team is committed to guiding you through the process of changing your domicile and minimizing your tax liability.
At Daniel I. Ward & Associates, P.C., we are dedicated to providing exceptional legal services to our clients. Our team of experienced attorneys is committed to helping high net worth individuals and businesses achieve their goals and protect their interests.

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